Investment Advisor Representative

AIF®

In 2008, Mike began working as an investment advisor representative. Prior to 2008, Mike was a real estate agent serving the South Bay and earned a top producer award in 2006. Now Mike spends his workdays helping people understand the benefits of our services and solidifying lasting business partnerships and personal client relationships.

Education & Certifications

• University of San Francisco - B.A.

• Accredited Investment Fiduciary (AIF®)

Out of the Office

When not working, Mike keeps very busy with his two children. Outside of work, you may find him running trails or spending quality time with his family.